UBS’s Income Opportunity Realty Investors IOR Stock Holding History

UBS’s Portfolio IOR Stock Details IOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$10K	Buy	+1,706	New	+$11.1K	﹤0.01%	8830
2014 Q2	–	Sell	-100	Closed	-$1K	–	10608
2014 Q1	$1K	Sell	100 -400	-80%	-$2.41K	﹤0.01%	10212
2013 Q4	$3K	Sell	500 -216	-30%	-$1.05K	﹤0.01%	9859
2013 Q3	$4K	Buy	716 +294	+70%	+$1.34K	﹤0.01%	9570
2013 Q2	$2K	Buy	+422	New	+$1.51K	﹤0.01%	9797

Other funds holding IOR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GSC

Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's IOR Position: Q3 2014 in Review

UBS opened a new position in Income Opportunity Realty Investors (IOR) in Q3 2014: 1,706 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #8830 among its holdings. This is a return to the name: UBS previously reported a position in IOR as recently as Q1 2014.

UBS first reported a position in IOR in Q2 2013 and has held it in 5 quarters since. 3 funds tracked by Wall St. Rank hold IOR as of Q3 2014.

UBS held 1,706 shares of Income Opportunity Realty Investors worth $10K as of Q3 2014.
Income Opportunity Realty Investors was a new UBS position in Q3 2014.
Income Opportunity Realty Investors made up ﹤0.01% of UBS's portfolio in Q3 2014, its #8830 holding.
UBS first reported a position in Income Opportunity Realty Investors in Q2 2013 and has held it in 5 quarters since.
3 funds tracked by Wall St. Rank held Income Opportunity Realty Investors as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.